At Datt Capital, we commit our own capital to every position we hold. Every decision we make is grounded in rigorous research, disciplined execution, and a shared outcome with our investors.
Our PhilosophyDatt Capital offers two core investment funds: the Datt Absolute Return Fund, which targets consistent, risk-adjusted returns across a flexible range of asset classes; and the Datt Small Companies Fund, which focuses on identifying undervalued Australian small-cap stocks with scalable long-term growth potential. Both funds are designed to support portfolio diversification and long-term capital growth for wholesale investors.
Datt Capital’s funds are available exclusively to wholesale and sophisticated investors in Australia, as defined under the Corporations Act 2001. This includes individuals with $2.5 million+ in net assets or annual incomes above $250,000 over the past two financial years.
The minimum investment for the Datt Capital Absolute Return Fund is $100,000. For the Datt Small Companies Fund, new investors can apply from $50,000, while existing investors can top up with a minimum of $5,000. All investments are subject to eligibility as a wholesale investor under Australian regulations.
The primary risks are key person risk and liquidity risk. The Fund Manager is solely accountable for the Fund's investment decisions. If the Fund Manager is unable to continue, the Fund will be prudently liquidated with investor capital returned. Liquidity risk is mitigated through appropriate position sizing, prudent liquidity management and a strategic allocation to cash.
You can apply directly through our website or via approved investment platforms including the following:
If you would like to discuss our fund offerings, please contact our Distribution Manager, Daniel Liptak, at 0419 004 524 or by email at daniel@datt.com.au.